AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform. Traditionally many advisors spend as much as 80% of their time maintaining their portfolio management systems. AssetBook does the work for advisors. Your business is to manage your clients’ investments and relationships. AssetBook’s business is to manage and organize advisors' client data and provide easy to use reports that help advisors manage their clients and relationships. AssetBook is the complete software as a Service for advisors looking to minimize their administrative demands and maximize their client interaction.
Specialties
Portfolio Management System, Performance Reporting, Outsourced Data Administration, Integration with CRM, Financial Planning, Data Aggregation, and Trading Platforms
